Implementing Multiple Organizations On Oracle

Implementing Multiple Organizations in Release 12 Alyssa Johnson
Solution Beacon
Agenda
Benefits of Implementing Multiple Organizations Implementation Checklist Define Organization Relationship What is Multi-Org Access Control Setup
Operating Units Security Profile Run Security List Maintenance Profile Options User Preferences
Technical Profile Options Summary More Information
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Benefits of Implementing Multiple Organizations
Benefits
Secure Access
Data Security Inventory Organization Security by Responsibility Operating Unit Security by Responsibility
Receive Goods into An Inventory Org Automatic Accounting for Internal Req Multiple Organization Reporting
Implementation Checklist
Implementation Checklist
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. Develop the Organization Structure Define Accounting Setups Assign Balancing Segment Values by Legal Entity Define Locations Define Business Groups (optional) Define Organizations Define Organization Relationships Define Responsibilities Associate Responsibilities with Business Groups Define Security Profile and Multiple Organizations (MO) Profile Options Verify Order Management System Parameter Settings Set Application-Specific Profile Options Specific to Operating Unit Define Inventory Organization Security (optional) Implement the Applications Products Run the Multiple Organizations Setup Validation Report (recommended)
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Define Organization Relationship
Define Organization Relationships

Associate the Operating Unit with the Primary Ledger and Default Legal Entity
What is Multi-Org Access Control?

United States
Legal Entity
Canada
Legal Entity
France
Legal Entity
Release 11i
USA
Operating Unit
CANADA
Operating Unit
FRANCE
Operating Unit
Responsibility
Responsibility
Responsibility
United States
Ledger
Canada
Ledger
France
Ledger
Release 12
USA
Operating Unit
CANADA
Operating Unit
FRANCE
Operating Unit
Responsibility
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What is Multi-Org Access Control? Structure for Business Operating in US only

US Operations
Ledger
Northeast
Operating Unit
South
Operating Unit
Western
Operating Unit
Responsibility
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Multi-Org Access Control = MOAC Access multiple operating units within a single application responsibility Increase effectiveness of Shared Service Centers Perform tasks for and across multiple operating units
View information Enter transactions Process data Run reports
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Query
View data across Operating Units

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Data Entry
Users can access all operating units assigned to responsibility/user
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Concurrent Requests
419 concurrent processes can be run for Multiple OUs
If OU left blank, runs for all OUs assigned to responsibility/user
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Concurrent Requests
If process can be run for only Single OU, Operating Unit is required and populates this new field
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Subledgers that leverage MOAC
Inventory Purchasing Payables Receivables Assets Work in Process Projects Order Management
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Setup
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Setup Operating Units
HRMS Organization Form
Work Structures Organization Description Operating Unit is Classification for an Organization
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Setup Operating Units

GL Accounting Setup Manager
Setup Financials Accounting Setup Manager Setup at same time as other Accounting Setups All relevant operating units are assigned to appropriate ledger
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Setup Security Profile

Operating Units Not In Exclusive Organizational Node
Security Profile Name Business Group
Security Type
Operating Units
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Setup Security Profile

Based on Organizational Hierarchy
Security Profile Name Business Group
Security Type Organization Hierarchy Include Top Organization Operating Units
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Setup Run Security List Maintenance

Run after any change to a security profile Generate Lists for
All Security Profiles All Security Profiles in One Named Business Group One Named Security Profile
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23
Setup Profile Options

Can be assigned to Responsibility or User
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Setup User Preferences

Users can manage the profiles assigned to them through a easy to use interface System Administrator add function FNDMOPREFS to user menu
Menu addition
25
25

Resulting Menu
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26

User can change default Operating Unit without navigating to Profile Options Default will populate first in Operating Unit Field
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28

Only those OUs set as preferred will show up in the List of Values Utilize if single OU processing most efficient
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Technical
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Technical - Customizations
Virtual Private Database (VPD) feature will replace usage of CLIENT_INFO(Org Context) function in Multi-Org Architecture Release 11i script to access data
begin dbms_application_info.set_client_info('&org_id'); end; / select * from po_headers /
begin end;
Release 12 must request access through Security Policy in the database

mo_global.set_policy_context('S', &org_id);
Custom forms and reports need to be initialized to secure access through security profile
/ select * from po_headers /
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Technical Concurrent Programs

New column MULTI_ORG_CATEGORY in FND_CONCURRENT_PROGRAMS Values In upgrade, for programs where definition has been customized, value is null and concurrent program will NOT run. Script to set value
UPDATE FND_CONCURRENT_PROGRAMS SET MULTI_ORG_CATEGORY = {'S or M} WHERE CONCURRENT_PROGRAM_NAME = '{Program Name}' S = Single Org M = Multi Org
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Profile Options
Profile Options Set at Responsibility Level

HR: Business Group HR: User Type OE: Ledger Name (AR, OE) GL: Ledger Name GL: Data Access Set MO: Operating Unit
DO NOT delete the Site Level value of this profile option; No one will be able to even get to the login page
MO: Security Profile MO: Default Operating Unit

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Summary
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Summary
Multiple Organizations Implementation Guide Release 12 Part No. B31183-01 R12 does support a hybrid environment where some users operate in MOAC and others may not. Features unconstrained by multi-org today are still unaffected in R12 MOAC Upon upgrade you are not required to implement MOAC however you should test boltons, personalizations, customizations and 3rd party apps with some users MOAC enabled MOAC may require additional internal controls or security
37
More Information
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Questions and Answers
Thank You!
Alyssa Johnson
ajohnson@solutionbeacon.com
www.solutionbeacon.com
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Implementing Multiple Organizations in Release 12 Alyssa Johnson

Technical Profile Options Summary More Information

Benefits of Implementing Multiple Organizations

Define Organization Relationship

Define Organization Relationships

What is Multi-Org Access Control?

What is Multi-Org Access Control?

What is Multi-Org Access Control? Structure for Business Operating in US only

What is Multi-Org Access Control?

What is Multi-Org Access Control?

View data across Operating Units

What is Multi-Org Access Control?

Users can access all operating units assigned to responsibility/user

What is Multi-Org Access Control?

419 concurrent processes can be run for Multiple OUs

If OU left blank, runs for all OUs assigned to responsibility/user

What is Multi-Org Access Control?

What is Multi-Org Access Control?

Setup Operating Units

HRMS Organization Form

Work Structures Organization Description Operating Unit is Classification for an Organization

Setup Operating Units

Setup Security Profile

Setup Security Profile

Security Type Organization Hierarchy Include Top Organization Operating Units

Setup Run Security List Maintenance

Setup Profile Options

Setup User Preferences

Setup User Preferences

Setup User Preferences

Setup User Preferences

Setup User Preferences

Setup User Preferences

Release 12 must request access through Security Policy in the database

/ select * from po_headers /

Technical Concurrent Programs

Profile Options Set at Responsibility Level

MO: Security Profile MO: Default Operating Unit

Installing, Upgrading and Maintaining Oracle E-Business Suite Applications 11.5.10.2+

The Release 12 Primer Shining a Light on the Release 12 World

Solution Beacon Toolkit

Checklists Pocket Guides Presentations Vision Instance

12.1.1 now available

Ranked Scorecard Free Consultation

Questions and Answers

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